9 Step Organizational Effectiveness Analysis

Organizational Effectiveness Analysis:

1. You: Getting mutually clear on your strengths, motivations, preferences and goals. Understanding you as the creative wellspring of the organization, in terms of values, talent, need, passion and conscience, to focus your unique Voice.

2. Your Company: Envisioning the organization you intend to build, its values, impact, benefits, culture, and learning to communicate its purpose. Reviewing your brand and business structure.

3. Your Products: Review of your product sales funnel and product pricing strategy, with focus on ensuring you’re offering solutions and repurposing content effectively.

4. Your Audience: Analysis of the demographics and geographical distribution of your target audience(s), with SWOTs and recommendations.

5. Your Marketing & Sales Team and Strategies: Finding the right people to tell your company story, as widely as possible, via Website creation, SEO, client communications, email marketing, blogging, Twitter, direct sales, or other appropriate vehicles. Reviewing your Marketing Plan from the perspective of daily, weekly, monthly and quarterly activities, including who is going to do them.

6. Your Client Relations Team and Systems: Client care, support, followup, CRM systems, upsales. Building a culture where clients are cherished and their evaluation is seen as the most fundamental measure of organizational success. Staff value and are supported in creating “Raving Fan” clients, and everyone is focused on creating lifelong clients.

7. Your Production/Logistics Team and Systems: Event planning and production, product manufacturing and shipping, program delivery for all funnel products. Project management for events and programs.

8. Your Operations & Administration Team and Systems: Management, bookkeeping/finance, information technology support, human resources, office administration, recruiting, staff retention, succession planning, information systems. Review of your business plan from a 1 year, 2 years, 5 years perspective. SWOTS and recommendations.

9. Keeping it all together: Planning for management and systems that will work with minimal involvement from you, so that you work on your business, not in it. Ensuring communication happens and information isn’t lost in silos. Structuring metrics each project or work area can look to, allowing them to measure “success” and ensure that costs are controlled. Building an organization where all employees share and can articulate the vision or sense of purpose of the business, and understand how the organizational goals support it.